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Vanguard Calif Tax Free Fds shares owned by Sun Group Wealth Partners

Quarter-by-quarter ownership of Vanguard Calif Tax Free Fds (VTEC) shares owned by Sun Group Wealth Partners from 13F filings

Historical chart of Sun Group Wealth Partners investment in Vanguard Calif Tax Free Fds

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All positions including Vanguard Calif Tax Free Fds held by Sun Group Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Calif Tax Free Fds by Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $311k 3.3k 94.28

More positions owned by Sun Group Wealth Partners

Apple (AAPL)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Netflix (NFLX)

View all positions for Sun Group Wealth Partners

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Sixth Street Partners Management Company
Miracle Mile Advisors
Bank of America Corporation
Cetera Investment Advisers
Wedmont Private Capital
Captrust Financial Advisors
Guggenheim Capital, LLC Managers
LPL Financial
Bailard
Pasadena Private Wealth
Manhattan West Asset Management
Tarbox
MAI Wealth Advisors
CI Private Wealth

View all funds holding Vanguard Calif Tax Free Fds